The Concur feature provides the ability to import an external
transaction file generated by Concur Solutions in a specific
file format for expense exports, into the Miscellaneous G/L Transactions.
The CONCUR IMPORT button in Miscellaneous G/L Transactions accesses a list of
New files that have not yet been imported, and any Unposted files
which have been imported and assigned a Journal trx#, as well as
the Posted files that have already been written to the G/L.
Once a file has been imported the Debit expense transactions
populate the Miscellaneous G/L
Transactions table and the balancing Credit transaction
defaults from the Bank G/L Account setup in the Concur
configuration.
The Document Field Access in Role Security can be used to control operator access to this button and import action.
Files that have been imported and posted are tracked, logging the operator and ensuring the same file is not re-imported a second time once it has been posted.
Note: This feature is only available for Linux systems.
The prompts to activate telematic monitoring include:
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